DAKT
Daktronics Inc
2 super-investors hold DAKT worth a combined $11M. The largest position: Stanley Druckenmiller at 0.4% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 35 — ranked #206 of 724 scored stocks.
Why super-investors own DAKT
Interest in DAKT within this cohort is thin and fading at the margins. Stanley Druckenmiller holds the only meaningful position — $11M representing 0.4% of his portfolio — and trimmed it during 2026Q1. Joel Greenblatt carries a token $202K stake, effectively a rounding error at 0.0% of his book. The cohort owner count has been flat at just one or two names for eight consecutive quarters, signaling no broader accumulation thesis has taken hold among super-investors. With Druckenmiller reducing and no new entrants this quarter, what little conviction existed appears to be softening rather than building.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Stanley Druckenmiller | 0.4% | 9q | $11M | 562,637 |
| 2 | Joel Greenblatt | 0.0% | 38q | $202K | 10,338 |
Owners of DAKT also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | TRIM | 0.4% | -34% | $11M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 234264109. Not investment advice.